Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.061 | 0 | 42 |
| 1 month | -0.010 | 0 | 93 |
| 3 months | 0.029 | 0 | 31 |
| 1 year | 0.088 | 0 | 67 |
| 3 years | 0.056 | 0 | 75 |
| 5 years | 0.118 | 0 | 34 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.016 | — |
| 2023 | 0.145 | — |
| 2022 | -0.079 | — |
| 2021 | 0.176 | — |
| 2020 | -0.076 | — |
| 2019 | 0.147 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.073 | — | — | — |
| 2024 | 0.026 | -0.044 | 0.119 | -0.074 |
| 2023 | 0.092 | 0.015 | -0.026 | 0.062 |
| 2022 | 0.010 | -0.097 | -0.146 | 0.182 |
| 2021 | 0.130 | 0.037 | -0.002 | 0.006 |
| 2020 | -0.324 | 0.085 | 0.015 | 0.240 |
| 2019 | 0.075 | 0.010 | -0.025 | 0.083 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.025 |
| 3 years | 0.042 |
| 5 years | 0.111 |